Elizabeth
Shamir
Certior Financial Group, LLC
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About this Advisor
Elizabeth Shamir is a financial advisor operating out of Norristown, Pennsylvania with 6 years of relevant experience. Shamir is an advisor for Certior Financial Group, LLC. Over the course of their career, they have held roles at Ing Financial Partners, Inc, Financial Independence Planning, LLC, Voya Financial Advisors, Kantor Financial Group, LLC and Mutual Securities, Inc. Shamir maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in Pennsylvania. Certior Financial Group, LLC is a company that has its headquarters in King Of Prussia, PA. The investment advisory business has a total of 10 people on staff. It administers $240 million in assets under management between its 1,243 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,243 customer accounts, 36% are held by high-net-worth investors who have at least $1 million in assets available to invest. Certior Financial Group, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. Fees charged by Certior Financial Group, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certior Financial Group, LLC Brokerage Details
$240,401,702
10
1,243
$193,404
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Elizabeth Shamir Work History
Elizabeth has been registered as a financial advisor for 6 years.*
Kantor Financial Group, LLC
Mutual Securities, Inc
Voya Financial Advisors
Ing Financial Partners, Inc
Financial Independence Planning, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Shamir to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Certior Financial Group, LLC
King Of Prussia, PA
Norristown, PA
King Of Prussia, PA
King Of Prussia, PA
Norristown, PA
King Of Prussia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
